NVDA · News · 20261031N

Datacenter Networking Strategy

NVIDIA CORP · 2026-10-31 · Importance 26 · Surprise 24

Nvidia has become a networking competitor, with datacenter Ethernet sales reported to have surpassed Cisco. The article attributes this position to the Mellanox acquisition and Nvidia’s shift from selling GPUs toward integrated compute-and-networking systems for AI workloads. Spectrum-X and NVLink Fusion, supported by the Blackwell platform, are identified as key technologies behind the networking business’s growth. Nvidia is extending these technologies to third-party chip designers.

Key facts

• NVIDIA's Spectrum-X and NVLink Fusion technologies, driven by the Blackwell platform, have boosted its networking revenue and are being extended to third-party chip designers. source
• NVIDIA's datacenter Ethernet sales surpassed Cisco's. source
• NVIDIA offers tightly integrated compute and networking solutions optimized for AI workloads. source